Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q3 2023
Institutional positions in Intuitive Surgical Inc as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,554
- +11 vs. Q2 2023
- Shares held
- 294.4M
- −328.3K (−0.1%) vs. Q2 2023
- Total value
- $86.1B
- −$14.5B (−14.4%) vs. Q2 2023
- New holders
- 123
- 647 more added
- Sold out
- 112
- 515 more reduced
15 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 7,497 | $2.19M | 0.37% | +657+9.6% | Added |
| Vestcor Inc | 7,572 | $2.21M | 0.08% | −456−5.7% | Reduced |
| Wendell David Associates Inc | 7,575 | $2.21M | 0.26% | −225−2.9% | Reduced |
| Advisors Asset Management, Inc. | 7,649 | $2.24M | 0.05% | +205+2.8% | Added |
| GWM Advisors LLC | 7,666 | $2.24M | 0.02% | +3,509+84.4% | Added |
| Thoroughbred Financial Services, LLC | 7,693 | $2.25M | 0.22% | +1,317+20.7% | Added |
| Lincoln National Corp | 7,705 | $2.25M | 0.05% | +671+9.5% | Added |
| Ostrum Asset Management | 7,726 | $2.26M | 0.21% | +3,792+96.4% | Added |
| Pinnacle Wealth Management, LLC | 7,762 | $2.27M | 2.75% | +2,563+49.3% | Added |
| Tokio Marine Asset Management Co Ltd | 7,769 | $2.27M | 0.14% | +658+9.3% | Added |
| Coldstream Capital Management Inc | 7,774 | $2.27M | 0.07% | +393+5.3% | Added |
| Steward Partners Investment Advisory, LLC | 7,827 | $2.29M | 0.04% | +1,245+18.9% | Added |
| Trifecta Capital Advisors, LLC | 7,943 | $2.32M | 0.75% | +1,225+18.2% | Added |
| Herold Advisors, Inc. | 7,950 | $2.32M | 0.71% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7,991 | $2.34M | 1.08% | +286+3.7% | Added |
| Alberta Investment Management Corp | 8,100 | $2.37M | 0.03% | 00.0% | Unchanged |
| Martingale Asset Management L P | 8,145 | $2.38M | 0.05% | +5,692+232.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 8,150 | $2.38M | 1.28% | −800−8.9% | Reduced |
| Stephens Inc | 8,196 | $2.40M | 0.05% | −316−3.7% | Reduced |
| SYSTM Wealth Solutions LLC | 8,235 | $2.41M | 0.37% | +743+9.9% | Added |
| PEAK6 Investments LLC | 8,244 | $2.41M | 0.12% | +8,242+412,100.0% | Added |
| Apollon Wealth Management, LLC | 8,273 | $2.42M | 0.12% | +542+7.0% | Added |
| Daymark Wealth Partners, LLC | 8,337 | $2.44M | 0.17% | +79+1.0% | Added |
| First Bank & Trust | 8,352 | $2.44M | 0.64% | −89−1.1% | Reduced |
| Tri Locum Partners LP | 8,353 | $2.44M | 0.78% | +8,353 | New |
| Vestmark Advisory Solutions, Inc. | 8,358 | $2.44M | 0.18% | −5,080−37.8% | Reduced |
| Girard Partners Ltd. | 8,362 | $2.44M | 0.28% | +426+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 8,369 | $2.45M | 0.09% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,380 | $2.45M | 0.06% | −300−3.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,872 | $2.47M | 0.03% | −64−0.7% | Reduced |
| Capula Management Ltd | 8,435 | $2.47M | 0.16% | +8,435 | New |
| Axxcess Wealth Management, LLC | 8,441 | $2.47M | 0.08% | +7,104+531.3% | Added |
| WD Rutherford LLC | 8,451 | $2.47M | 1.69% | −2,609−23.6% | Reduced |
| Cohen Klingenstein LLC | 8,460 | $2.47M | 0.11% | 00.0% | Unchanged |
| Oak Asset Management, LLC | 8,465 | $2.47M | 1.06% | −300−3.4% | Reduced |
| Hills Bank & Trust Co | 8,476 | $2.48M | 0.29% | 00.0% | Unchanged |
| Credit Agricole S A | 8,477 | $2.48M | 0.08% | +2,020+31.3% | Added |
| Jaffetilchin Investment Partners, LLC | 8,483 | $2.48M | 0.27% | −426−4.8% | Reduced |
| Harbert Fund Advisors, Inc. | 8,500 | $2.48M | 1.77% | +8,500 | New |
| Rockingstone Advisors LLC | 8,511 | $2.49M | 1.38% | +62+0.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,400 | $2.50M | 2.07% | +600+8.8% | Added |
| LMR Partners LLP | 8,604 | $2.51M | 0.06% | +8,604 | New |
| GTS Securities LLC | 8,663 | $2.53M | 0.05% | +1,466+20.4% | Added |
| BNC Wealth Management, LLC | 8,693 | $2.54M | 1.36% | +299+3.6% | Added |
| Phoenix Holdings Ltd. | 8,742 | $2.56M | 0.05% | −144−1.6% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,816 | $2.58M | 0.66% | +54+0.6% | Added |
| Quantbot Technologies LP | 8,831 | $2.58M | 0.17% | +6,874+351.3% | Added |
| Brighton Jones LLC | 8,881 | $2.60M | 0.13% | +79+0.9% | Added |
| Ossiam | 8,927 | $2.61M | 0.05% | −168,718−95.0% | Reduced |
| RDA Financial Network | 8,952 | $2.62M | 1.13% | +487+5.8% | Added |
| Whittier Trust Co | 8,973 | $2.62M | 0.05% | +30.0% | Added |
| Buckingham Strategic Wealth, LLC | 8,988 | $2.63M | 0.04% | −8−0.1% | Reduced |
| Highlander Capital Management, LLC | 9,075 | $2.65M | 1.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 9,105 | $2.66M | 0.03% | −25−0.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,164 | $2.68M | 1.97% | +185+2.1% | Added |
| Alcosta Capital Management, Inc. | 9,170 | $2.68M | 2.23% | +29+0.3% | Added |
| Veriti Management LLC | 9,201 | $2.69M | 0.31% | −233−2.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,367 | $2.74M | 0.17% | −2,202−19.0% | Reduced |
| Family Capital Trust Co | 9,380 | $2.74M | 0.97% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 9,460 | $2.77M | 0.25% | −4,678−33.1% | Reduced |
| Squarepoint Ops LLC | 9,538 | $2.79M | 0.01% | −5,336−35.9% | Reduced |
| Moody National Bank Trust Division | 9,613 | $2.81M | 0.18% | +974+11.3% | Added |
| Americana Partners, LLC | 9,467 | $2.81M | 0.30% | +1,893+25.0% | Added |
| Everence Capital Management Inc | 9,710 | $2.84M | 0.22% | +3,410+54.1% | Added |
| Independent Advisor Alliance | 9,733 | $2.84M | 0.13% | +394+4.2% | Added |
| AustralianSuper Pty Ltd | 9,752 | $2.85M | 0.02% | −2,070−17.5% | Reduced |
| Fiduciary Trust Co | 9,795 | $2.86M | 0.05% | −505−4.9% | Reduced |
| Motley Fool Asset Management LLC | 9,800 | $2.86M | 0.23% | +785+8.7% | Added |
| Beacon Pointe Advisors, LLC | 9,825 | $2.87M | 0.04% | +2,480+33.8% | Added |
| TownSquare Capital, LLC | 9,845 | $2.88M | 0.05% | +1,237+14.4% | Added |
| Dakota Wealth Management | 9,872 | $2.89M | 0.13% | +4,240+75.3% | Added |
| Roundview Capital LLC | 9,960 | $2.91M | 0.29% | 00.0% | Unchanged |
| Welch & Forbes LLC | 9,960 | $2.91M | 0.05% | +6+0.1% | Added |
| Moody Lynn & Lieberson, LLC | 9,992 | $2.92M | 0.25% | −7,301−42.2% | Reduced |
| L & S Advisors Inc | 9,999 | $2.92M | 0.42% | −1,570−13.6% | Reduced |
| Raymond James Trust N.A. | 10,305 | $3.01M | 0.09% | +3,678+55.5% | Added |
| Brinker Capital Investments, LLC | 10,355 | $3.03M | 0.04% | −22,361−68.3% | Reduced |
| Orion Portfolio Solutions, LLC | 10,355 | $3.03M | 0.04% | −22,361−68.3% | Reduced |
| Nwam LLC | 10,411 | $3.04M | 0.31% | +212+2.1% | Added |
| Orion Capital Management LLC | 10,559 | $3.09M | 2.01% | −1,100−9.4% | Reduced |
| Employees Retirement System of Texas | 10,568 | $3.09M | 0.05% | −116,028−91.7% | Reduced |
| Walleye Capital LLC | 10,570 | $3.09M | 0.05% | +10,570 | New |
| HM Payson & Co | 10,676 | $3.12M | 0.07% | +36+0.3% | Added |
| Sumitomo Life Insurance Co | 10,696 | $3.13M | 0.09% | +273+2.6% | Added |
| Zions Bancorporation, N.A. | 10,779 | $3.15M | 0.28% | +31+0.3% | Added |
| Sigma Planning Corp | 10,781 | $3.15M | 0.12% | −1,017−8.6% | Reduced |
| Marks Group Wealth Management, Inc | 10,824 | $3.16M | 0.39% | −267−2.4% | Reduced |
| Snowden Capital Advisors LLC | 10,828 | $3.16M | 0.13% | −3,135−22.5% | Reduced |
| Blue Square Asset Management, LLC | 10,857 | $3.17M | 2.34% | +4,823+79.9% | Added |
| AIA Group Ltd | 10,891 | $3.18M | 0.16% | +76+0.7% | Added |
| Illinois Municipal Retirement Fund | 10,965 | $3.21M | 0.06% | −947−7.9% | Reduced |
| Sandy Spring Bank | 10,988 | $3.21M | 0.18% | +1,236+12.7% | Added |
| Hudson Bay Capital Management LP | 11,000 | $3.22M | 0.03% | +11,000 | New |
| Vinva Investment Management Ltd | 10,893 | $3.23M | 0.31% | +97+0.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,054 | $3.23M | 0.01% | +177+1.6% | Added |
| KMG Fiduciary Partners, LLC | 11,057 | $3.23M | 0.43% | +499+4.7% | Added |
| Bahl & Gaynor Inc | 11,086 | $3.24M | 0.02% | −874−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 11,089 | $3.24M | 0.09% | +36+0.3% | Added |
| Private Advisor Group, LLC | 11,196 | $3.27M | 0.03% | −270−2.4% | Reduced |
| Aptus Capital Advisors, LLC | 11,302 | $3.30M | 0.10% | +1,135+11.2% | Added |